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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,204 | $138,075-25.3% | $123,552-16.5% | $135,379-23.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.80% | 153.70%-149.9pp | 119.20%-115.4pp | 519.79%-516.0pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,067 | $6,800-69.6% | $6,426-67.8% | $5,609-63.1% |
| Admin fee / account holder | $7,039 | $10,917-35.5% | $9,285-24.2% | $10,828-35.0% |